- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within our Tax Operations team as part of Corporate ... team leads global CIB first-line customer tax activities. The lead specialist is expected to contribute to broader team...to leadership **Required Qualifications, US:** + 5+ years of Institutional Investment Operations experience, or… more
- Truist (Charlotte, NC)
- …and proactively identifying, mitigating, and managing risks within Corporate and Investment Banking - Investment Banking Coverage, Capital Markets Origination ... providing support in managing acceptance or mitigation of the identified risks. 2. Lead a team of risk advisors responsible for executing the responsibilities of… more
- JPMorgan Chase (Charlotte, NC)
- …**Required qualifications, capabilities, and skills** + 5+ years of commercial loan operations experience. + Experience leading and managing teams + Ability to ... an effective, efficient, and organized manner + Results driven; ability to lead /drive execution; methodical approach to identifying and solving issues + Ability to… more
- JPMorgan Chase (Charlotte, NC)
- Lead a team of five (5) to ten...clear path to resolution. + Work with partners in Operations and Product Management to streamline processes + Identify ... Treasury Product Onboarding experience end to end! As a Client Onboarding Team Lead within the Commercial Bank, you will be responsible for leading and managing… more
- Bank of America (Charlotte, NC)
- Data Science & Analytics AML Operations , High Risk Detection Group Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common ... a difference. Join us! **Job Description:** Manages a major operations segment or multiple operations units of...programs, balancing operational strategy within area of responsibility. May lead /coach projects or be involved in a variety of… more
- SMBC (Charlotte, NC)
- …of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional , and municipal clients. It ... lines of business + Cost Reduction and Efficiency + Optimize day-to-day technology operations to reduce costs. + Implement best practices for design, governance, and… more
- Wells Fargo (Charlotte, NC)
- …issues and achieve goals **Required Qualifications, US:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through ... seeking a Buy-In Specialist as part of Corporate and Investment Banking (CIB) Operations . **In this role,...work to resolve confirmation and ISDA related issues + Lead or participate in moderately complex initiatives and deliverables… more
- Deloitte (Charlotte, NC)
- …and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals + Produce quality work ... of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management,… more
- Deloitte (Charlotte, NC)
- …in business development initiatives, including the preparation of industry perspectives and lead generation materials. + Contribute to the production of quality work ... products, and services + Experience with systems related to trading, operations , lending, compliance monitoring, regulatory reporting, risk or case management, or… more
- Wells Fargo (Charlotte, NC)
- …resolve issues and achieve goals **Required Qualifications:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated ... a **In this role, you will:** + Assist in lifecycle support for institutional trade flow + Manage client account onboarding, cash payments, customer service, funding… more
- SMBC (Charlotte, NC)
- …of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional , and municipal clients. It ... registered Broker dealer that provides financial products and services to global institutional clients, focusing on North America and Latin America. The Securities … more
- JPMorgan Chase (Charlotte, NC)
- …the world. As a Client Onboarding Associate within the Commercial Bank, you will lead a project team that supplies support for the implementation of Treasury and ... strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management + Manage client and partner expectations and… more
- JPMorgan Chase (Charlotte, NC)
- …Bank, you will resolve client requests while working in partnership with Service Operations , Sales partners, and Bankers located in the United States and across the ... JP Morgan Chase customers have learned to expect. **Job Responsibilities** + Lead your assigned book of clients autonomously by delivering solutions and upholding… more
- Bank of America (Charlotte, NC)
- …discussions covering service levels, plan utilization, product offerings, and fund investment performance. Works closely with sales, plan administration, and ... operations staff. Participates in finals presentations. Resolves the most...position, is responsible for the overall relationship across our Institutional Retirement Plans Client base within Workplace Benefits. The… more